Chinese Economy Watch

[rockdog]

There's just one issue. You'd have to develop it on your own coz you can't copy it nor will you have access to those blue prints like that of the bomb the Russians gave you along with the materials & tools required to build them like you'd later do to Pakistan

A good example of it is the J-7 where the Russians gave you incomplete shop drawings & documentation & it took you more than 2 decades to get it right. In the bargain you certainly learnt a lot , enginnering the best version of the MiG -21 which in large part was also due to western consultancy & avionics.

Our first N bomb was of an extremely low yield as was to be expected. We didn't have any support & learnt everything on our own thru trial & error.

If you think just because you've reverse engineered an ASML DUV lithography machine , you've arrived , congratulations. Come back here when you successfully churn out millions of 8 nm SMC nodes with yields matching your international competitors like TSMC , Samsung etc.

Besides those supply chains are also embargoed as far as you're concerned which means you develop everything in house.

1. Lithography machine is not a LCD TV, you sell it and then people enjoy Netflix on it. From the day one, the FABs are deeply joined the R&D. SMIC, Huawei, XMC ... ... were deeply involved, so the whole supply chains in China already integarted, which the sanction from USA actually stimulated the trend.

BTW, even the EUV idea is contributioned by Dr Lim from TSMC, the user of ASML.

“Father of Immersion Lithography” Lin Benjian Popular Science Lithography Technology – Shunlongwei Co. Ltd

www.shunlongwei.com

2. Asking any IC students and small firms in China, they sent millions of thanks to US government. The IC students were worst pay jobs comparing guys working in TikTok and other gaming companies. Now they said they don't worry high salaries for next 20 yrs.

3. Except sanctions on pages, most forgein companies and people (especially from TSMC) are infact still selling things to Chinese IC industry insanely.

ASML sees another sharp rise in sales figures China​

ASML sees another sharp rise in sales figures China

ASML’s share in the European tech market is on the rise, as China’s demand for DUV machines fuels the company’s revenue growth, even amidst challenges and export restrictions.

innovationorigins.com

China's chipmaking equipment imports surge 93% despite curbs​

China's chipmaking equipment imports surge 93% despite curbs

Purchases from Netherlands jump as Chinese buyers grab what they can

asia.nikkei.com

Besides those supply chains are also embargoed as far as you're concerned which means you develop everything in house.

Chinese GDP is 100% as USA in 2014, and manufacture GDP is twice than USA+EU; so if they would built a whole supply chain on IC making. I see no barriers to build our own. At least it hires a lot!

 

[srev2004]

September 15, 2024 – In a significant breakthrough, China has achieved a new milestone in the glass industry by developing an ultra-thin glass with a thickness of just 0.03 millimeters. This innovation, showcased at the recent CCTV Finance 915 Evening Gala, has the potential to revolutionize the market for foldable smartphones.
The development of this ultra-thin glass, which is as thin as a cicada’s wing, has been a highly secretive endeavor by Chinese scientists. The goal was to create a flexible display glass, a crucial component for the market’s popular foldable smartphones. Through advanced processes, the glass has been reduced to one-seventh of its original thickness, reaching the remarkable thickness of 0.03 millimeters.
This breakthrough has once again broken the international monopoly in the glass material field, propelling China to a leading position globally. The research and production of this ultra-thin glass vividly demonstrate the achievements of China’s high-quality development. It has realized a leap from nothing to something in the field of high-end electronic glass, ushering in the micrometer era for the large-scale manufacturing of glass materials in China.
Professor Zhang Chong, a member of the National Excellent Engineer Team, stated at the 915 Evening Gala that this super glass, when applied to foldable smartphone screens, can withstand bending the screen one hundred times a day, extending the lifespan of foldable phones to over 20 years.
The significance of this achievement cannot be overstated. The demand for foldable smartphones has been on the rise, with consumers increasingly seeking innovative and durable devices. The introduction of this ultra-thin glass is expected to greatly enhance the durability and longevity of these devices, addressing a key concern for consumers and manufacturers alike.
The development of this ultra-thin glass also marks a significant leap forward for China’s glass industry. The country has long been known for its traditional glass-making techniques, but this breakthrough signifies a shift towards high-tech, advanced manufacturing. It is a testament to China’s commitment to innovation and its ability to compete on the global stage.
Furthermore, this development is a testament to the power of scientific research and innovation in driving economic growth and technological advancement. It is a reminder that investing in research and development can lead to groundbreaking discoveries that have far-reaching impacts.
In conclusion, China’s breakthrough in the production of ultra-thin glass is not just a technological achievement, but a significant step towards a more sustainable and innovative future. It is a testament to the country’s commitment to technological advancement and its ability to compete on the global stage. The potential applications of this ultra-thin glass are vast, and it is expected to have a significant impact on various industries, including smartphones, automotive, and more.
As China continues to push the boundaries of technology, the world will be watching closely to see what other innovations the country will bring to the table. The future looks bright, and with advancements like this, China is poised to continue its upward trajectory in the global tech landscape.


View: https://youtube.com/shorts/HVEvjbVNiG0?si=C7wge-pu_Em989G9

Sometimes, i am shocked about you about lacking knowledge on geography as educated IT guy, i remebered on previous dabate about road networks, you made an absurd comparison on the size map, and "let me see the clearly difference”

View attachment 9588

But in relality, the comparision on map size should be something like this (India is around 1/3 of China by land area):

View attachment 9589

lol you are taking an equatorial projection and moving the image into China where it is stretched. This is pretty shameless misinformation on your behalf.

 

[srev2004]

If you project China into same latitude as India, it looks like this

 

[srev2004]

China is roughly 3x the size of India with 2x of its size uninhabitable (high mountains or high altitude desert where nothing grows)

 

[srev2004]

That blue line you drew, splits China into 1/3 and 2/3. The 1/3 area’s habitable region is significantly smaller than India’s habitable region. All of China’s habitable region is slightly smaller than India’s

 

[srev2004]

British India was roughly 1/2 the size of China. If you lose Tibet, Manchuria. Hunan province ; India and China will be the same size. Except India is inhabited 80-90% and China only 30-40%.

 

[srev2004]

China’s land is not as valuable as India’s. This is why you want to expand your borders into India and India does not feel the urge to expand.

If India’s land is too hot and less valuable, China would not station 100k+ troops at our border.

 

[FalconSlayers]

View: https://x.com/Indian_Index/status/1835670197811765435

 

[srev2004]

New Asian Tiger? India beats China in one of MSCI's emerging market indices - The Economic Times

India has overtaken China in the MSCI EM Investable Market Index and is close to becoming the largest weight in the more popular EM index. This shift indicates increased foreign investment flows into Indian equities, driven by improving free float and rising relative earnings.

m.economictimes.com

 

[Azaad]

1. Lithography machine is not a LCD TV, you sell it and then people enjoy Netflix on it. From the day one, the FABs are deeply joined the R&D. SMIC, Huawei, XMC ... ... were deeply involved, so the whole supply chains in China already integarted, which the sanction from USA actually stimulated the trend.

BTW, even the EUV idea is contributioned by Dr Lim from TSMC, the user of ASML.

“Father of Immersion Lithography” Lin Benjian Popular Science Lithography Technology – Shunlongwei Co. Ltd

www.shunlongwei.com

2. Asking any IC students and small firms in China, they sent millions of thanks to US government. The IC students were worst pay jobs comparing guys working in TikTok and other gaming companies. Now they said they don't worry high salaries for next 20 yrs.

See that's what happens when you indulge in propaganda . Your first statement says China's deeply invested in creating alternative supply chains for its SMC ecosystem including development of lithography machines which presumably includes the various institutions you've named & more apart from a well qualified force of professionals.

Your second statement immediately contradicts your first statement. If IC students as you put it held such badly paid jobs who exactly was doing the copying / reverse engineering or as you'd put it reverse engineering of those ASML lithography machines ?

3. Except sanctions on pages, most forgein companies and people (especially from TSMC) are infact still selling things to Chinese IC industry insanely.

Are you indirectly saying those 8 nm SMC nodes you're purportedly making using indigenous lithography machines are in fact imports from TSMC ?

ASML sees another sharp rise in sales figures China​

ASML sees another sharp rise in sales figures China

ASML’s share in the European tech market is on the rise, as China’s demand for DUV machines fuels the company’s revenue growth, even amidst challenges and export restrictions.

innovationorigins.com

China's chipmaking equipment imports surge 93% despite curbs​

China's chipmaking equipment imports surge 93% despite curbs

Purchases from Netherlands jump as Chinese buyers grab what they can

asia.nikkei.com

Chinese GDP is 100% as USA in 2014, and manufacture GDP is twice than USA+EU; so if they would built a whole supply chain on IC making. I see no barriers to build our own. At least it hires a lot!

Good for you . Maybe once you come out with those 8 nm SMC nodes built on your own lithography machines & experts conduct a rip off review of your SMCs the world'd know how effective they are .

 

[helin]

See that's what happens when you indulge in propaganda . Your first statement says China's deeply invested in creating alternative supply chains for its SMC ecosystem including development of lithography machines which presumably includes the various institutions you've named & more apart from a well qualified force of professionals.

Your second statement immediately contradicts your first statement. If IC students as you put it held such badly paid jobs who exactly was doing the copying / reverse engineering or as you'd put it reverse engineering of those ASML lithography machines ?




Are you indirectly saying those 8 nm SMC nodes you're purportedly making using indigenous lithography machines are in fact imports from TSMC ?


Good for you . Maybe once you come out with those 8 nm SMC nodes built on your own lithography machines & experts conduct a rip off review of your SMCs the world'd know how effective they are .

1, in fact, the lithography machine officially announced by China is a successful product three years ago.

2, to provide Huawei with a 7nm chip, and the upcoming 5nm chip is manufactured by a more advanced lithography machine. It's been in a test run. An official announcement is expected in a year or two.

3 The technical route of Chinese lithography machine is slightly different from that of ASML products, which is to avoid the patent wall.

4 All in all, for China, all duv technologies have been conquered. Don't be surprised if there are 3nm chips made in China next year or two.

5 EUV of China. In strict confidence

 

[Azaad]

China's deflation may result in yet another windfall for India - CNBC TV18

India can save at least $12 billion if the price of crude oil falls by $10 a barrel. Current estimates project crude oil at $70 or less by next year, a fall of over $15 compared to the RBI's estimate for crude oil prices.

www.cnbctv18.com

Thank you China !

Hopefully China achieves full EV capacity in 2 & 4 wheelers as well as a commercial vehicles.

Thank you China once again apart from gifting the world the Wuhan Virus , unleashing wolf warrior diplomacy , Galwan 2020 , trade wars with the west especially with the US apart from confrontation over Taiwan , generally antagonising all your neighbours & the world at large with your mercantile opportunism.

 

[helin]

China's deflation may result in yet another windfall for India - CNBC TV18

India can save at least $12 billion if the price of crude oil falls by $10 a barrel. Current estimates project crude oil at $70 or less by next year, a fall of over $15 compared to the RBI's estimate for crude oil prices.

www.cnbctv18.com

Thank you China !

Hopefully China achieves full EV capacity in 2 & 4 wheelers as well as a commercial vehicles.

Thank you China once again apart from gifting the world the Wuhan Virus , unleashing wolf warrior diplomacy , Galwan 2020 , trade wars with the west especially with the US apart from confrontation over Taiwan , generally antagonising all your neighbours & the world at large with your mercantile opportunism.

No thanks to China,

Because India buys a lot of Chinese products.

Mutual benefit

 

[helin]

China occasionally makes public patents for technology that is more than a year old

EUV is the highest peak in manufacturing, and I hope we can get over it

 

[srev2004]

View: https://youtu.be/c3iqaZON4Gg?feature=shared

 

[E-195]

1, in fact, the lithography machine officially announced by China is a successful product three years ago.

2, to provide Huawei with a 7nm chip, and the upcoming 5nm chip is manufactured by a more advanced lithography machine. It's been in a test run. An official announcement is expected in a year or two.

3 The technical route of Chinese lithography machine is slightly different from that of ASML products, which is to avoid the patent wall.

4 All in all, for China, all duv technologies have been conquered. Don't be surprised if there are 3nm chips made in China next year or two.

5 EUV of China. In strict confidence

pure blah blah blah, most technologies demand lots of money, and lots of years of experience, at this moment the UV litopgraphy technology is a European-Japanese-American business.

China can not advance fast without a market and without tech transfers, that is a reality, commercially speaking is the same, and Chinese huawei phones use qualcomm Chips.

10 Semiconductor Lithography Equipment Manufacturers in 2024 | Metoree

This section provides an overview for semiconductor lithography equipment as well as their applications and principles. Also, please take a look at the list of 10 semiconductor lithography equipment manufacturers and their company rankings.

us.metoree.com

Ranking as of September 2024

Derivation Method ​

[TABLE=table]
[TR]
[th]Rank[/th][th]Company[/th]

[th]

Click Share​

[/th]​

[/TR]
[TR]
[td]

1​

[/td][td]Finisar[/td]
[td]

43.9%​

[/td]
[/TR]
[TR]
[td]

2​

[/td][td]INTEGRATED DYNAMICS ENGINEERING GmbH[/td]
[td]

13.7%​

[/td]
[/TR]
[TR]
[td]

3​

[/td][td]ASML Holding N.V.[/td]
[td]

8.7%​

[/td]
[/TR]
[TR]
[td]

4​

[/td][td]S-Cubed, Inc[/td]
[td]

7.8%​

[/td]
[/TR]
[TR]
[td]

5​

[/td][td]EV Group[/td]
[td]

6.4%​

[/td]
[/TR]
[TR]
[td]

6​

[/td][td]Ushio Inc.[/td]
[td]

4.7%​

[/td]
[/TR]
[TR]
[td]

7​

[/td][td]NIHON DEMPA KOGYO CO., LTD.[/td]
[td]

4.4%​

[/td]
[/TR]
[TR]
[td]

8​

[/td][td]Nikon Corporation[/td]
[td]

4.0%​

[/td]
[/TR]
[TR]
[td]

9​

[/td][td]Kyodo International, Inc.[/td]
[td]

3.7%​

[/td]
[/TR]
[TR]
[td]

10​

[/td][td]Mikasa Co., Ltd[/td]
[td]

2.7%​

[/td]
[/TR]
[/TABLE]

[TABLE=table]
[TR]
[th]Country[/th][th]Number of Companies[/th][th]Share (%)[/th]
[/TR]
[TR]
[td]

Japan[/td][td]5[/td][td]55.6%[/td]
[/TR]
[TR]
[td]

United States of America[/td][td]1[/td][td]11.1%[/td]
[/TR]
[TR]
[td]

Netherlands[/td][td]1[/td][td]11.1%[/td]
[/TR]
[TR]
[td]

Austria[/td][td]1[/td][td]11.1%[/td]
[/TR]
[TR]
[td]

Germany[/td][td]1[/td][td]11.1%[/td]
[/TR]
[/TABLE]

 

[Hari Sud]

If you project China into same latitude as India, it looks like this

Stupid and foolish comparison. About 85% of Chinese population lives on Eastern part within 600 km to 800km of China Sea. The rest of land is Chinese occupied and then vacated and then reoccupied over 2000 years. It is mostly Mongolian tribal land.

 

[E-195]

If you project China into same latitude as India, it looks like this

You do not need to argue with him about his stupid theory.

Cold places spend a lot in heating, and Hot places in cooling.

If you go to Merida Mexico that probably is like some parts of India you spend in cooling AC, but if you go to Detroit Michigan USA they spend a lot in heating however there is a catch cold places tend to have hot summers, so they also spend in cooling.

Add altitude, My nephew came to Osaka and Kyoto, he is from Mexico city now but he is from Jalisco Mexico he said that Japan has worst heat than Mexico, that is because of humidity and altitude, so this Chinese guy he is pushing a very stupid theory. is not even scientific.

 

[E-195]

Stupid and foolish comparison. About 85% of Chinese population lives on Eastern part within 600 km to 800km of China Sea. The rest of land is Chinese occupied and then vacated and then reoccupied over 2000 years. It is mostly Mongolian tribal land.

Is not only that there are many factors affecting electricity prices

Electricity Prices Worldwide » (October 2024) « ElectricRate

Think that electricity in the U.S. is expensive? You should know that there are countries that have it worse (and better). Who pays the most for electricity?

www.electricrate.com

check that website and you will find electricity prices are not related exclusively in weather but many factors in fact Germany a cold places has the top electric bill and african countries have very low prices, even Cuba has a very cheap bill, his theory is fracnkly very stupid



he is speaking with his blowholes, India and China basically have same price

Mapped: Global Energy Prices, by Country in 2022

Energy prices have been extremely volatile in 2022. Which countries are seeing the highest prices in the world?

www.visualcapitalist.com

 

[E-195]

China occasionally makes public patents for technology that is more than a year old

EUV is the highest peak in manufacturing, and I hope we can get over it

View attachment 9721

Huawei resurgence may blow multi-billion-dollar hole in Qualcomm​

Qualcomm may have saved Huawei's smartphone business, but Huawei won't be returning any favors.

Iain Morris, International Editor
April 3, 2024

Huawei resurgence may blow multi-billion-dollar hole in Qualcomm

Qualcomm may have saved Huawei's smartphone business, but Huawei won't be returning any favors.

www.lightreading.com